高盛警告內房壓力或蔓延至亞洲 削MSCI亞洲(日本除外)指數目標
高盛發表報告,稱中國房地產市場壓力將對亞洲其他地區產出溢出效應,會減慢區內的盈利及回報,將包括澳洲、香港及馬來西亞的今年企業盈利增長預測從零下調至下跌2%,因此將MSCI亞洲(日本除外)指數的12個月目標從580點下調至555點,按昨日(24日)收市價計算有一成的潛在升幅。
高盛亦將MSCI亞洲(日本除外)指數的3個月目標從540點下調至505點,6個月目標從560點下調至530點。另外,高盛將南韓、日本及中國作為亞洲的主要增持配置,以反映明年企業盈利表現、企業管治改善及潛在刺激政策。
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